Service 03 / 12
One clean source of truth for every lead, deal and follow-up. For businesses across the United States, Canada, the United Kingdom and Europe.
Leads live in inboxes, spreadsheets and sticky notes. Nobody knows which deals are moving, and opportunities quietly slip away.
I set up or rebuild your CRM around how you actually sell: pipelines that match your stages, custom fields for the details that matter, lead-source tracking, team permissions and dashboards you can read at a glance.
The result: You can see every opportunity and its next step, so fewer leads fall through the cracks.
Proof
A lead pipeline for Searcharoo that tracks every opportunity by buying behaviour — from service taken but not purchased, to purchased, to repeat purchase and booked appointments.
74 opportunities tracked in the lead pipeline
A body of work spanning more than 203 automation workflows built, and 26 client CRM accounts managed, across a range of businesses.
203+ automation workflows built
Pipeline stages designed around your sales process; Custom fields, tags and lead-source tracking; Contact import and data clean-up; User roles, permissions and team notifications; Reporting dashboards.
Leads live in inboxes, spreadsheets and sticky notes. Nobody knows which deals are moving, and opportunities quietly slip away.
You can see every opportunity and its next step, so fewer leads fall through the cracks.
I usually work with GoHighLevel, HubSpot, ActiveCampaign, Airtable — and I’m happy to build inside the tools you already use.
Yes. I work remotely with businesses across the United States, Canada, the United Kingdom and Europe, and schedule calls in your time zone.
Book a free discovery call. We’ll look at your current setup and where leads or time are being lost, and I’ll recommend what to build first with a clear timeline.
Let’s talk
Tell me where leads are slipping through or time is being wasted. On a free discovery call I’ll show you what to automate first — and what result to expect.
Prefer to text? WhatsApp me on +1 (914) 473-5712
Online · instant answers
Automated assistant. Joseph replies personally on WhatsApp or by email.
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